Swiss family office
Advised a Swiss family office on the structuring of investments in UK commercial real estate - working within a multi-disciplinary team of colleagues with expertise in commercial real estate, corporate law and banking law to structure and document the funding arrangements to avoid triggering a taxable remittance to the UK by the principle.
Families and trustees
Advises families and trustees on the steps to take prior to the non-dom reforms, particularly in relation to trusts established by individuals who became deemed domiciled for all tax purposes on 6 April 2017.
Withers webinar 'What's next: 2021 foresight for individuals with US-transatlantic ties' - December 16, 2020
STEP Caribbean Conference - April 2016
STEP Caribbean Conference - May 2015
Lexis Nexis webinar 'Private Client Tax' - 15 September 2014
Lexis Nexis Conference London 'Private Client Tax: Latin America' - November 2012
STEP New York 'US Breakfast Briefing' Withers LLP - October 2012
International Tax and Trust Congress (Barbados) - March 2012
British American Business Council of New England (Boston, USA) - March 2012
Lexis Nexis webinar 'Residence and Domicile Issues' - February 2012